AMS360 assessment

An experienced lead consultant will assess the effectiveness of AMS360 utilization and provide an action plan to address your most pressing issues. The assessment will be conducted in 4 parts:

A lead consultant will conduct a conference call with your agency’s leadership and subject-matter experts from your agency to understand:

• An overview of your agency operations

• Lines of business (commercial P&C, personal P&C benefits, etc.), verticals, and target markets

• Organization structure, key team members and roles within your agency

• Integrations and third-party tools you are using or plan to implement

• Pain points and challenges that must be addressed to meet your business objectives

The lead consultant will conduct a conference call with leaders and invited team members to review findings and recommend next steps. Findings will include a breakdown of both strengths and areas of opportunity across various aspects of your AMS360 implementation including:

• Configuration
• Activities and events
• Accounting
• Third-Party Integration Opportunities

The recommended next steps will include a detailed proposal outlining a planned approach for deriving the most value the quickest. Depending on findings, recommendations will include a combination of various activities such as:

• Configuration changes
• Workflow design and/or documentation

After the presentation, the agency leadership will be provided with the following deliverables electronically:

• Summary document of the assessment findings

• Video recording of the Presentation of Findings and Recommendations

• Formal proposal for recommended next steps